BMT Investment Advisors - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
BMT Investment Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2020$3,890,000
-35.4%
43,2050.0%2.44%
-11.9%
Q4 2019$6,023,000
+25.7%
43,205
+6.1%
2.77%
+13.2%
Q3 2019$4,791,000
+12.9%
40,705
+7.2%
2.45%
+10.1%
Q2 2019$4,243,000
+10.7%
37,955
+0.3%
2.22%
+6.2%
Q1 2019$3,832,000
+6.9%
37,855
+3.0%
2.09%
-8.0%
Q4 2018$3,586,000
-7.5%
36,737
+7.0%
2.28%
+2.3%
Q3 2018$3,875,000
+10.6%
34,337
+2.1%
2.22%
-0.5%
Q2 2018$3,505,000
-0.8%
33,637
+4.7%
2.24%
-6.1%
Q1 2018$3,534,000
+14.1%
32,137
+11.0%
2.38%
+6.1%
Q4 2017$3,097,000
+25.2%
28,962
+11.8%
2.24%
-1.7%
Q3 2017$2,474,00025,8992.28%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders